Who can use this feature?
Full users on Ramping, Core, and Scale (legacy)
Full users on Meet
Lite users
What is a Scheduling Admin?
Scheduling Admins can view and manage Booking Windows for all users in the firm.
They can create, edit, and delete Booking Windows on behalf of any advisor who has an active calendar integration.
They can configure reminders on Booking Windows they manage.
They can receive booking confirmation notifications for meetings booked through windows they manage.
They can switch between viewing their own Booking Windows and team Booking Windows using a toggle.
Note: Looking for the full picture? Check out the Meeting Scheduling in Jump help guide.
What Scheduling Admin does not include
Scheduling Admin is a Booking Windows-only permission. It does not grant access to:
Meeting notes or transcripts
CRM data
Any other Jump features outside of Booking Window management
Advisors retain full ownership of their Booking Windows and can continue to manage them directly.
Requirements
The advisor you want to create a Booking Window for must have an active Google or Microsoft 365 calendar integration connected to Jump.
If the advisor does not have a connected calendar integration, you cannot create a Booking Window for them.
Where to find Booking Window management
Go to Profile & settings > User settings > Booking Windows.
Use the toggle at the top of the page to switch between:
My booking windows, and
All team booking windows (all windows you manage across the firm)
How to assign a Scheduling Admin
Account Owners can assign the Scheduling Admin role from team settings:
Go to Profile & settings > Account settings > Teams.
Select the team member you want to update.
Toggle Scheduling Admin on.
To remove the role, follow the same steps and toggle Scheduling Admin off.
How to manage Booking Windows as a Scheduling Admin
Go to Profile & settings > User settings > Booking Windows.
Switch to All team booking windows.
Create a new Booking Window.
When prompted, select which advisor’s calendar to use.
Only advisors with an active calendar integration will appear in the list.
Configure the Booking Window settings (availability, meeting details, etc.).
Configure reminders for the Booking Window (if needed).
Save.
When a meeting is booked through a Booking Window you manage:
The Scheduling Admin receives the booking confirmation notification.
The advisor still receives the calendar invite as normal.
FAQ
Can a Lite seat user be a Scheduling Admin?
Yes. This is an intended pattern—operations staff on Lite seats can manage Booking Windows for full seat advisors.
Can a Scheduling Admin edit an advisor’s existing Booking Windows?
Yes. Scheduling Admins have full create, edit, and delete access for all Booking Windows in the firm.
Does the advisor get notified when a Scheduling Admin creates a Booking Window for them?
Booking confirmation notifications go to the Scheduling Admin for meetings booked through windows they manage. The advisor remains the owner of the Booking Window and receives calendar invites normally.
Need More Help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]